Wealth Management Intern (Summer 2027, Chicago)
About the role
Join a team that values your ambition and empowers your growth. At Corient, we help high- and ultra-high-net-worth individuals and families enjoy a full life while preserving wealth for future generations and supporting the people, causes, and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. Corient is the world’s largest multi-family office and non‑bank wealth manager focused on serving ultra‑high‑ and high‑net‑worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together collective expertise to deliver a transparent, client‑first experience. We deliver comprehensive solutions across investment management, wealth strategy, and family office services to help clients simplify their lives, manage their wealth, and establish lasting legacies.
Location: Chicago, IL (5 days a week in the office)
Duration: June‑August 2027
Hours: 40 hrs/week (onsite 4 days per week)
Responsibilities
- Prepare materials for client presentations, such as financial independence and education projections, net worth statements, cash flow reports, budgets, insurance, and estate planning summaries.
- Review, summarize, and analyze information related to various financial aspects of a client's life, including risk management, retirement planning, benefits, taxes, estate plans, gifting, charitable endeavors, and education